A7 Solutions SA (Swiss PMS & CRM Financial Software)

Simple, intuitive, innovative. At A7 Solutions SA, we offer you a Portfolio Management System (PMS) and a Client Relationship Management (CRM) that embodies these three values. Thanks to numerous features such as: Multi-custodian consolidation Control and monitoring of customized investment profiles Portfolio rebalancing Order management Invoicing and accounting Automatic data flow for over 60 banks We provide a Swiss, secure, and tailored solution that meets your needs, enabling you to optimize your efficiency as an independent wealth manager. Interested in more information? Want to explore our solution through a demo or testimonials? Visit our website now for further details.